TWP
JAJL

Triad Wealth Partners’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Triad Wealth Partners’s Portfolio JAJL Stock Details JAJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35M Buy
144,388
+23,115
+19% +$685K 0.26% 68
2026
Q1 		$3.53M Sell
121,273
-2,115
-2% -$61.7K 0.28% 71
2025
Q4 		$3.59M Buy
123,388
+72,870
+144% +$2.1M 0.34% 65
2025
Q3 		$1.45M Buy
50,518
+23,469
+87% +$667K 0.19% 87
2025
Q2 		$762K Buy
27,049
+8,929
+49% +$245K 0.15% 104
2025
Q1 		$492K Buy
+18,120
New +$496K 0.15% 106

Other funds holding JAJL

KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triad Wealth Partners's JAJL Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 19% in Q2 2026, buying an estimated $685K and bringing the position to 144,388 shares worth $4.35M. The position accounts for 0.26% of the portfolio, ranked #68.

Triad Wealth Partners first reported a position in JAJL in Q1 2025 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold JAJL as of Q2 2026.

  • Triad Wealth Partners held 144,388 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $4.35M as of Q2 2026.
  • Triad Wealth Partners bought 23,115 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q2 2026, an estimated $685K.
  • Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.26% of Triad Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q1 2025 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.